A quiet but massive shift is underway in cloud infrastructure: Amazon, Microsoft, and Google are all deploying custom Arm-based processors to compete with Intel and AMD. In this episode, Lucas and Luna break down why the industry is moving beyond x86 — starting with AWS Graviton, which now powers over a million instances. They discuss the economics: Arm chips can cut compute costs by 20 to 30 percent while reducing power draw, forcing Intel to respond with new efficiency-focused designs. But the migration isn't frictionless — software compatibility and developer tooling remain hurdles. Using concrete examples like the Netflix migration to Graviton and specific benchmark data from the Arm vs x86 showdown, they explore whether this is a genuine architectural revolution or a vendor lock-in play in disguise. If you're building on the cloud or just watching the chip war, this episode gives you the one number that explains everything.

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